In this issue
June 14, 2022
Move Beyond Wishful Thinking
Expand your thinking, move past the easy answer, and go on a journey to determine the problem at hand. If you can learn those skills, it will set you on the path for true success, make you a better advisor, and if you ever get the chance to make a ...
June 13, 2022
Creating Digital Experiences is the Future of Remote Work
Shared experiences are a great way to help your team members feel connected. Even if your entire team is working remotely, you can still create digital experiences that engage people wherever they are. When you do that, you’ll have a cohesive team that...
June 13, 2022
Summertime Blues
I hope you too will be able to capture the joy of summer and take it with you into the fall and winter and the future of your work and your work relationships.
June 8, 2022
How to Create a Better Advisory Relationship
While using the newest technology and processing large amounts of information is a pillar in effective client advisory services, it isn't the only necessary component. The human qualities of the relationship, relational accounting, will always be needed.
June 2, 2022
Your Firm and Your Clients’ Data – Simplifying the Future of Accounting
The past two years have been anything but simple. So, it may seem ironic that simplification is the new way to navigate the increasing complexity of the business. Automated, digital solutions provide a pathway to alleviate this pressure while helping ...
June 1, 2022
Is Your Firm at the Crossroads of Change?
The leadership of small to mid-sized accounting firms need to gather their teams and listen carefully. This is not a one size fits all situation and firm leaders must identify what works best for them. A collaborative conversation between managers and ...
May 31, 2022
The Risk and Rewards of Big Data
Every time you swipe your credit card, use a loyalty card at your favorite store, or purchase an item online, your data is being collected. The amount of data collected daily is enormous and is provides nothing of value unless it is properly analyzed ...
May 25, 2022 Sponsored
FP&A App and Two-Way Excel Sync Now Available for QuickBooks Online Advanced
With more accountants adding advisory services to their practices, having workable tools at your fingertips is more important than ever to create workflow solutions for your clients that help them grow.
May 24, 2022
Pregnant Employees and Employer Obligations
Women comprise over half the American workforce, and that number increases annually. While sexual harassment and gender equity issues often garner more attention, how to deal with a pregnant employee who may have work limitations continues to vex ...
May 19, 2022 Sponsored
QuickBooks Online Recertification Window Open Through June 30, 2022
Summer is a great time to assess your firm’s strengths, client base, and marketing efforts. Whether you have your own firm or are part of a team, keeping your QuickBooks Online Certification current is a component of life-long learning, as well as ...
May 18, 2022
Firm Management Lessons from the Grocery Store
If you want to successfully evolve your firm into the modern era, you need to start building your grocery store the right way, learn from the transformation of the modern grocery store in the 1960s and modernize your practice.
April 14, 2022
6 Tips to Maintain Focus Throughout the Workday
We all know the feeling: some days, you have too much to do and too little time. You bounce from task to task, trying to complete what you can, but you find you didn't get nearly enough done by the end of the day. That could be because of a lack of focus.
